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This edition captures the defining shifts of March 2026, from the Indian government’s strategic reaffirmation of the 4% inflation target to the Reserve Bank of India’s calculated pause on repo rates at 5.25%. While global markets were rattled by the closure of the Strait of Hormuz, sending Brent crude past $115 per barrel, India’s revamped CPI framework proved its resilience as retail inflation settled at 3.21%. We explore the massive Gen Z consumer takeover and the high-stakes digital evolution as Infosys pivots to an “AI-First” services model to capture a $400 billion global opportunity. From the record-breaking 2.5 lakh EV sales milestone at Tata Motors to the disciplined operational moats of IndiGo, this report provides your essential analysis of a month defined by structural transitions and geopolitical recalibration.
Co – Contributors: Kushagra Khetan | Ishan Jain
